AppendixReference

Reference Materials

Quick-reference cheat sheets, the full prompt library, glossary, and frameworks for ongoing PM OS maintenance.

GitHub & VS Code Setup

Before starting Module 0, Windows users with no prior experience should complete the environment setup. This covers Git installation, VS Code configuration, and cloning your first repository.

🛠 Open Setup Guide →

Appendix A — Core Prompt Library

Copy and adapt these prompts. Always prefix with your context.md contents for best results.

PRD Generator

File: prompts/prd-draft.md · Use in: Module 5
You are an experienced product manager. Using the product context below, generate a one-page PRD for the following feature:

Feature: [FEATURE NAME]
Context: [PASTE context.md HERE]

The PRD must include:
1. Problem statement (2-3 sentences, user-centric)
2. Proposed solution (what, not how)
3. Success metrics (3 SMART KPIs)
4. Functional requirements as user stories (5-8 stories, As a... I want... So that...)
5. Out of scope (3-5 explicit exclusions)
6. Open questions (2-3 unresolved items)

Tone: clear, precise, no jargon. Length: under 500 words.

User Story Splitter

File: prompts/story-split.md · Use in: Module 5
Split the following epic into independently deliverable user stories. Each story must:
- Follow the format: As a [user type], I want [action], so that [benefit]
- Be deliverable in a single sprint
- Have a clear acceptance criterion (one sentence)
- Be independent of the other stories where possible

Epic: [PASTE EPIC HERE]

Provide 5-8 stories. Flag any that have dependencies on each other.

Interview Synthesis

File: prompts/interview-synthesis.md · Use in: Module 3
Synthesise the following user interview notes into a structured insight document.

Interview notes: [PASTE RAW NOTES]

Output format:
## Top Pain Points (ranked by frequency × severity)
1. [Pain point] — mentioned by [N] participants
2. ...

## Surprising Insights
- [Insight that challenges assumptions]

## Quotes Worth Sharing
- "[Quote]" — [role/segment]

## Opportunity Statement
How might we [verb] so that [user outcome]?

Tone: neutral, evidence-based. Length: under 300 words.

RICE Scoring Assistant

File: prompts/rice-scoring.md · Use in: Module 6
Help me score the following features using the RICE framework.

Context: [PASTE context.md]
Features to score:
1. [Feature name + one-line description]
2. ...

For each feature, provide:
- Reach: estimated users affected per quarter
- Impact: 0.25 (minimal) / 0.5 (low) / 1 (medium) / 2 (high) / 3 (massive)
- Confidence: % based on evidence quality (100% = A/B tested, 50% = assumption)
- Effort: person-months
- RICE score: (Reach × Impact × Confidence) ÷ Effort

Output as a table. Add a one-sentence rationale for each Impact and Confidence score.

Competitive Analysis Brief

File: prompts/competitive-brief.md · Use in: Module 4
Create a competitive analysis brief for the following competitors relative to [OUR PRODUCT].

Our product context: [PASTE context.md]
Competitors: [LIST 3-5 NAMES]
Focus area: [e.g., pricing, onboarding, specific feature]

For each competitor provide:
- Positioning statement (how they describe themselves)
- Key differentiators (2-3 bullets)
- Weaknesses or gaps (2-3 bullets)
- Pricing model (if known)

End with a gap analysis: what are we missing that competitors offer? What do we offer that they don't?

Output as a structured Markdown document.

QA Loop Reviewer

File: prompts/qa-loop.md · Use in: All modules
Review the following [DOCUMENT TYPE: PRD / User Story / Research Synthesis / etc.] critically.

[PASTE DOCUMENT]

Identify:
1. Missing information that a reader would need
2. Assumptions that are stated as facts
3. Ambiguous language that could be misinterpreted
4. Internal contradictions
5. Anything that would be challenged in a stakeholder review

Rate overall quality: /10
Provide top 3 specific improvements.

Retrospective Summariser

File: prompts/retro-summary.md · Use in: Module 9
Summarise the following sprint retrospective notes into an actionable brief.

Retro notes: [PASTE RAW NOTES]

Output:
## What went well (keep doing)
- [2-3 bullets]

## What didn't work (stop/change)
- [2-3 bullets]

## Action items
| Action | Owner | Due |
|--------|-------|-----|
| ... | ... | ... |

## One-sentence retrospective insight
[The most important learning from this sprint]

Length: under 250 words.

Appendix B — Frameworks Cheat Sheet

RICE Prioritisation

  • Reach: users/quarter
  • Impact: 0.25 → 3 scale
  • Confidence: % evidence quality
  • Effort: person-months
  • Score = (R × I × C) ÷ E

Hypothesis Format

  • If [change we make]
  • Then [observable outcome]
  • Because [causal mechanism]
  • Measured by [metric + threshold]
  • Over [time period]

JTBD Format

  • When [situation/trigger]
  • I want to [motivation/goal]
  • So I can [expected outcome]
  • Focus: functional + emotional jobs
  • Use for: discovery & positioning

OKR Format

  • Objective: qualitative, inspiring direction
  • KR: measurable, time-bound outcome
  • 3-5 KRs per Objective
  • KRs are outcomes, not activities
  • "We will X as measured by Y"

MoSCoW Prioritisation

  • Must: non-negotiable for launch
  • Should: high value, workaround exists
  • Could: nice-to-have, low effort
  • Won't: out of scope for now
  • Use for: MVP scoping

Now / Next / Later

  • Now: in-progress commitments
  • Next: committed next bets
  • Later: directional, not committed
  • No fake dates on Later items
  • Review cadence: monthly

Kano Model

  • Basic: expected; absence = dissatisfaction
  • Performance: more = more satisfied
  • Delight: unexpected; creates loyalty
  • Indifferent: users don't care
  • Use for: feature investment decisions

North Star Metric

  • One metric that best captures value delivered
  • Leading indicator of long-term retention
  • Measurable, actionable, not a vanity metric
  • Examples: Miro boards created, Slack messages sent
  • Supporting metrics: 3-5 input metrics

Appendix C — Markdown Cheat Sheet

ElementMarkdown syntaxRenders as
Heading 1# TitleLarge bold title
Heading 2## SectionSection header
Heading 3### Sub-sectionSmaller header
Bold**text**text
Italic*text*text
Inline code`code`Monospace code
Code block```language ... ```Syntax-highlighted block
Bullet list- itemUnordered list
Numbered list1. itemOrdered list
Link[text](url)Clickable link
Blockquote> textIndented quote block
Horizontal rule---Dividing line
Table| col | col |Data table
Checkbox- [ ] taskUnchecked checkbox
YAML front matter--- key: value ---Metadata block (top of file)

Appendix D — Glossary

TermDefinition
AI-native PMA product manager who integrates AI into every stage of the PM workflow and builds AI-powered products by design, not as an afterthought
Context fileA structured Markdown document that gives an AI agent the product background it needs to produce accurate, relevant outputs
RAGRetrieval-Augmented Generation — an AI architecture that retrieves relevant document chunks and injects them into a prompt before generation
QA loopA second AI prompt that reviews and critiques the output of a first AI prompt before the PM acts on it
RICEReach × Impact × Confidence ÷ Effort — a quantitative prioritisation framework
JTBDJobs to Be Done — a framework for understanding user motivation: "When X, I want to Y, so I can Z"
North Star MetricThe single metric that best captures the value a product delivers to users; a leading indicator of long-term retention
PM OSPM Operating System — the personal system of files, prompts, templates, and rituals a PM uses to work consistently and leverage AI effectively
HallucinationWhen an AI model generates a confident but factually incorrect response
Prompt libraryA curated collection of reusable, tested prompts organised by task type, stored as Markdown files
Decision logA timestamped record of product decisions with rationale, alternatives considered, owner, and review date
MoSCoWMust / Should / Could / Won't — a feature prioritisation and MVP scoping method
Kano modelA framework classifying features as Basic, Performance, Delight, or Indifferent based on their relationship to user satisfaction
OKRObjectives and Key Results — a goal-setting framework where Objectives are qualitative direction and Key Results are measurable outcomes
Agentic AIAI that can take multi-step actions autonomously (search, write, run code, call APIs) rather than responding to single queries
ChunkingThe process of splitting documents into smaller units for storage and retrieval in a RAG system
EmbeddingA numerical vector representation of text that captures semantic meaning, used for similarity search in RAG systems
PIIPersonally Identifiable Information — data that can identify a specific individual; subject to data protection regulations
Funnel analysisMeasurement of user drop-off at each step of a defined user journey, used to identify conversion barriers
Opportunity statementA "How Might We..." framing of a user problem that opens design space without prescribing solutions

Appendix E — PM OS Starter Templates

context.md Template

---
product: [Product name]
owner: [Your name]
updated: YYYY-MM-DD
---

## Product Vision
[One sentence: what we're building and why it matters]

## Primary Users
[2-3 sentences: who they are, what they do, why they use this product]

## Top Problems We Solve Today
1. [Problem + evidence]
2. [Problem + evidence]
3. [Problem + evidence]

## Current Success Metrics
| Metric | Current | Target | Period |
|--------|---------|--------|--------|
| ... | ... | ... | ... |

## Key Constraints
- [Technical, compliance, resource, or strategic constraint]
- ...

## Decisions Already Made (off the table)
- [Decision + brief rationale]

decisions.md Entry Template

## YYYY-MM-DD — [Decision title]

**Decision:** [What we decided, in one sentence]

**Rationale:** [Why this option, 2-3 sentences]

**Alternatives considered:**
- [Option A] — rejected because [reason]
- [Option B] — rejected because [reason]

**Owner:** [Name]

**Review date:** [YYYY-MM-DD or "no review needed"]

**Impact:** [What this decision affects]

rituals.md Template

# PM Rituals

## Daily (10 min)
- Review context.md for current priorities
- Identify one task to use AI for today
- Log any decisions made yesterday

## Weekly (30 min — sprint prep)
- Update context.md with any changes
- AI-assisted backlog triage: score and rank top 10 items
- Capture new decisions in decisions.md
- Review last week's AI outputs — what was accurate, what wasn't

## Monthly (60 min — PM OS review)
- Prune prompt library: archive unused prompts
- Update templates based on recent learnings
- Review decision log: any decisions to revisit?
- Log a retrospective entry

## Quarterly (2 hrs — strategy refresh)
- Re-align context.md with new OKRs
- Review decision log for patterns
- Update competitive context
- Identify one new AI workflow to adopt this quarter

Appendix F — Recommended Tools

CategoryToolBest forPM OS role
AI chat + agentsClaude, ChatGPT, GeminiDrafting, synthesis, QA loopsPrimary AI interface
AI coding agentsCursor, GitHub Copilot, WindsurfPrototype building, data analysisTechnical execution
Markdown editorsObsidian, Typora, VS CodePM OS file managementContext & prompt storage
Product managementLinear, Jira, ProductboardBacklog, sprints, roadmapsExecution tracking
RoadmappingAirfocus, Productplan, NotionStakeholder-facing roadmapsNow/Next/Later publishing
User researchDovetail, Maze, UserTestingInterview recording, analysisDiscovery synthesis input
AnalyticsMixpanel, Amplitude, PostHogFunnel analysis, event trackingMetrics and experiment data
DocumentationNotion, Confluence, GitBookKnowledge base, specs, policiesRAG knowledge layer
PrototypingFigma, v0.dev, BoltUI design, rapid prototypesDiscovery validation
CollaborationSlack, Loom, MiroAsync communication, diagramsTeam alignment
Tool selection principle: Choose tools that output or accept Markdown. This keeps your PM OS portable and AI-compatible regardless of which tools change over time. Never let a tool lock own your knowledge.
← Module 12: Capstone Back to Course Home →